Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber drilled down on catalysts for Wednesday's tech pullback: Alphabet posts a Q4 revenue miss and announces a $75 billion capex plan, AMD misses on AI data center revenue and China reportedly weighs a probe into Apple's App Store. In a CNBC exclusive, Uber CEO Dara Khosrowshahi joined the anchors at Post 9 to discuss his company's Q4 results, autonomous driving and the guidance that weighed on the stock. Also in focus: Disney's Q1 beat and streaming subscriber losses, earnings winners and losers -- including one stock that plummeted 35%. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A mixed morning for stocks as China announces retaliatory tariffs on some American imports like oil – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest, beginning the hour with a fresh read from the ground in Beijing and some economic data (Factory Orders & JOLTS). Charles Schwab’s Chief Investment Strategist gave her reaction to all the news - warning, “Tariffs delayed doesn’t necessarily mean tariffs canceled”. Why she’s forecasting potential pain – and higher inflation – ahead. Plus, a look at how retailers are preparing – and what it means for prices. Also a busy morning for earnings: Palantir shares surging on AI demand - why Jefferies is sticking by its sell call; More on Diageo results as the stock hits 2020 lows; What PepsiCo CEO thinks of tariffs – and quarterly results; And the biopharma breakdown after new numbers out of Merck and Pfizer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored the potential impact of China's retaliatory measures against the U.S., after President Trump's 10% tariffs on Chinese goods took effect early Tuesday morning. Palantir shares soared after AI demand fueled better-than-expected Q4 results and guidance. The anchors reacted to what Palantir CEO Alex Carp said on his company's earnings call about the Elon Musk/DOGE "disruption." Other earnings movers: Shares of Merck, Estee Lauder and PayPal take a hit -- while Spotify surges. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks selling off after President Trump announced new – and wide sweeping – tariffs on Canada, Mexico, and China… But new as of the 10AM ET hour: Mexico’s tariffs will be delayed for a month. Carl Quintanilla, Sara Eisen, and David Faber broke down what it all means for stocks, yields, and the Fed’s path for rates. Tariff talk within: Why one Canadian auto parts supplier says vehicle production could “grind to a halt”; Goldman’s Chief U.S. Equity Strategist forecasting tariffs could hit S&P earnings as much as 2-3%; The top U.S. states that could benefit – or feel the pinch – of trade swings; and the latest out of CNBC’s exclusive Fed Survey on potential market impacts Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Throughout the hour, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Monday's global market sell-off -- sparked by President Trump's executive order to impose tariffs on goods from Canada, Mexico and China. Shares of automakers, tech companies and alcoholic beverage makers among those taking a hit. Also in focus: Elon Musk's access to the Treasury Department's payments system, Nvidia and DeepSeek, what legendary investor Paul Tudor Jones told CNBC about the markets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the earnings report from this mega cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber started the show by looking ahead to President Trump’s planned 25% tariffs on Mexican and Canadian goods, set to take effect on Feb. 1. The desk then brought in CNBC’s Steve Liesman, along with Chicago Fed President Austan Goolsbee to discuss this morning’s PCE report as well as the economic implications of the tariffs. Later in the show, Wedbush analyst Dan Ives explained why he’s so bullish on Apple AI strategy following the company’s latest quarterly results. Also in the mix; Seema Mody reported on what to expect from President Trump’s meeting with Nvidia CEO Jensen Huang . Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Apple rising on better-than-expected quarterly results and revenue guidance -- despite an iPhone sales miss, hurt by a slump in China. President Trump and Nvidia CEO Jensen Huang expected to hold a Friday meeting at the White House. Vertex Pharmaceuticals CEO Reshma Kewalramani joined the program to discuss FDA approval of her company's non-opioid painkiller -- marking the first time in decadesthat the U.S. has approved a new type of pain medication. Also in focus: The Fed and PCE, Trump tariffs deadline watch, Chevron and Exxon Mobil earnings, D.C. plane crash investigation. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber began the show with Eamon Javers, who joined from Reagan Washington National Airport with the latest updates from the tragic on-air collision involving a passenger jet and an Army helicopter. The anchors then shifted to the latest big tech results from Microsoft, Meta, and Tesla with Apple set to report after the bell. Also in the mix; the desk monitored RFK Jr.’s 2nd day of Seante confirmation hearings to become the country’s next HHS Secretary.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen led off in-depth coverage of Wednesday night's tragic collision involving an American Airlines jet and an Army helicopter near Reagan Washington National Airport. Southwest Airlines CEO Bob Jordan offered his perspective on the crash as well as his company's quarterly results. The anchors also discussed market reaction to earnings from three of the "Magnificent 7": Meta, Microsoft and Tesla. Also in focus: An OpenAI executive talks about the startup's future in wake of DeepSeek, Fed aftermath, Caterpillar and UPS join the earnings parade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the positive outlook for this cybersecurity stock. They also discuss why they sold this life sciences stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks on a busy day for earnings (with Meta, Microsoft *and* Tesla after the bell), plus another Fed decision on deck. Within the hour: Goldman’s Head of Corporate Credit broke down why he’s ‘bond bullish’, the team talked what to expect out of Tesla with one analyst forecasting growth ahead (plus the key figures to watch for Meta and Microsoft), and debated key commentary out of T-Mobile and Starbucks driving both names higher. Plus, another downgrade for Apple, this time out of Oppenheimer – the analyst behind that call joined the broadcast to tell us why. Also in focus: Robert F. Kennedy Jr’s confirmation hearing on Capitol Hill; Trump’s Funding Freeze confusion; and why markets expect a pause from the Fed today. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led a busy show featuring a CEO Doubleheader: Starbucks' Brian Niccol on the coffee chain's Q4 beat and turnaround plan, followed by T-Mobile US' Mike Sievert on the company's stronger-than-expected quarterly results and upbeat subscriber growth forecast. The chip sector builds on its rebound from Monday's AI-fueled sell-off, without help from Nvidia. Also in focus:Oppenheimer joins the Apple Downgrade parade, what to expect from after-the-bell "Mag 7" earnings and the first Fed rate decision of 2025. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a historical sell-off, Carl Quintanilla, Leslie Picker, and David Faber broke down the latest for stocks with fresh consumer data at the top of the hour. A slew of earnings movers - from General Motors to Royal Caribbean to Lockheed and more – helping drive markets alongside hangover from yesterday’s big moves, with AI names like Nvidia trying to recoup small gains. Senior Markets Commentator Michael Santoli calling the volatility – and sell-off – a healthy response, find out why to start the hour. Plus: more on the future of AI – from what Trump’s tariffs could mean for chip stocks, how private markets are handling this DeepSeek news, why one NYU Professor is calling OpenAI the “WeWork of AI” – and a look at the staggering wealth tech billionaires lost in yesterday’s AI carnage. Also in focus: details on Elon Musk’s new deal with Visa for “X Money Accounts”; Chevron and GE Vernova’s new partnership to power AI data centers; what investors should know about the Smithfield IPO today; results from CNBC’s latest Fed SurveySquawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the impact of DeepSeek on tech stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss why this semiconductor stock is a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks selling off on what could be a possible re-rating of U.S. Tech dominance – and a re-evaluation of the AI rally… Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, alongside Senior Markets Commentator Michael Santoli who put today’s numbers into context. Across the hour, the team discussed the implications of this DeepSeek news for semiconductor stocks, big tech, energy, and private AI companies like OpenAI – plus, got one skeptic’s take on the technology. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered a rough start to the week for stocks. Worries about competition from Chinese AI startup DeepSeek sparked a sell-off on Wall Street, led by Nvidia and other tech names whose shares fell by double digits Power providers that have benefited from the data center boom also saw their shares take a hit. The anchors explored what's at stake for the AI trade. Also in focus: Market bright spots, AT&T's earnings beat, no proxy fight for Pfizer, Jim celebrates the Eagles' NFC Championship victory. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the latest trials for this pharmaceutical stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another record high on the S&P as Carl Quintanilla, David Faber, and Leslie Picker discussed the state of the record rally – and fresh data at the top of the hour – with Senior Markets Commentator Michael Santoli. A key focus for investors? One of the biggest energy IPOs of the decade, the first test of demand for new listings under Trump: Venture Global. The company’s CEO joined the team with his outlook ahead of the first trade. Also within the hour: the CEO CSX, breaking down results sending those shares lower; a look at Trump’s battle with the banks over their treatment of conservatives; Boeing’s warning of a big loss ahead; and the global economic outlook according to ECB President Lagarde, IMF Chief Georgieva, and more. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 hitting a fresh record high and where "Magnificent 7" stocks fit into the picture. The anchors also reacted to Mark Zuckerberg's plans for Meta to expand AI investment by spending up to $65 billion this year. Also in focus: Novo Nordisk surges on early trial results involving its experimental weight-loss drug, earnings from Dow components American Express and Verizon, LNG exporter Venture Global going public with the largest energy IPO in years, Tim Cook appears in a promo for the Apple TV+ show "Severance." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on a busy morning for earnings. Tech a key focus after the sector’s best day since November: why one T Rowe Price Portfolio Manager says there’s more room to run, and his top picks in the space. Plus, a look at the stocks set to benefit from Trump’s big AI Stargate Project according to Wells Fargo. Also making headlines: a spending spar between billionaires… Elon Musk, OpenAI’s Sam Altman, and Microsoft’s Satya Nadella trading public blows over Stargate funding – with fresh developments during the hour. Additionally: Sara discussed the latest on the consumer front, 2025 regulation concerns, and more - with the CEO of Pinterest and the Executive Chairman of SHEIN, both live from the World Economic Forum in Davos during the hour. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what's ahead for the markets one day after the S&P 500 hit a record intraday high. The anchors also reacted to the showdown between Elon Musk and OpenAI CEO Sam Altman over the new Stargate joint venture, whose partners pledged to invest up to $500 billion in U.S. AI infrastructure. Also in focus: Apple in correction territory as this month's worst-performing "Magnificent 7" stock, GE Aerospace surges, Electronic Arts plunges, why BlackRock CEO Larry Fink is "cautiously optimistic," Cramer's take on which companies will have to roll back prices. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest as tech stocks led the broader markets higher. Netflix shares popping double digits after a top and bottom line beat, alongside plans to raise prices here in the US – why Guggenheim says there’s more room to run here. Plus: Chip stocks alongside Oracle & Softbank in the green after Trump revealed the new “Project Stargate”, a $500B venture to boost AI Infrastructure in the U.S. – the key winners and losers at first glance. Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of the Bank of New York and Williams-Sonoma, both live from the World Economic Forum in Davos during the hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending Tuesday's gains. The tech sector getting a lift one day after President Trump announced that Softbank, Oracle and OpenAI are forming a joint venture to invest up to $500 billion in AI infrastructure in the U.S. Arm Holdings CEO Rene Haas joined the program to discuss the chip designer's role in the partnership. The anchors also reacted to Netflix shares soaring on a Q4 beat, record subscriber growth and new price hikes. In a CNBC Exclusive, United Airlines CEO Scott Kirby discussed the carrier's stronger-than-expected earnings and guidance. The stock has nearly tripled from a year ago. Also in focus: Procter & Gamble, Johnson & Johnson and Travelers join the earnings parade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on Day 1 of the Trump Administration. Charles Schwab Chief Investment Strategist Liz Ann Sonders gave her outlook for the broader markets – plus one energy investor talked his top picks given deregulation ahead. Also in focus during the hour: Trump’s impact on Crypto, and how factories across China are preparing for possible tariffs ahead. Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of Pepsico and Gap, both live from the World Economic Forum in Davos during the hour. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff explain why The Club is trimming its positions in two stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the first trading day since President Trump began his second term in White House, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding what the change in the presidency could mean for investors. The anchors discussed tariffs, tech titans at the inauguration, and the flurry of executive orders the president signed -- including one which halts the ban of TikTok. Former Treasury Secretary Steven Mnuchin joined the program to discuss the future for TikTok and the new Trump administration. Also in focus: Apple slides on a downgrade, 3M leads the earnings winners. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the potential winners from a TikTok ban. They also dive into this big tech stock’s dip. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking news this hour as the Supreme Court issued their opinion on Tiktok, voting unanimously to uphold the federal law banning the app beginning Sunday unless it’s sold by its China-based parent company Bytedance. Sara Eisen and Michael Santoli broke down the news with analysis from Wall Street to Washington, including but not limited to: a Bytedance investor, a former NSA General Advisor, an analyst who covers social media stocks, and CNBC’s own Eamon Javers alongside Julia Boorstin, with headlines throughout the hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Sara Eisen discussed market movers on the final trading day before Donald Trump returns to the presidency on Monday. The anchors looked at the best- and worst-performing S&P 500 stocks since Joe Biden became president, including Nvidia skyrocketing more than 900%. Also in focus: Mega-tech CEOs set to attend Trump's inauguration, the Supreme Court and the TikTok ban, Apple's stock slump, the Medicare news that sent shares of obesity drugmakers Eli Lilly and Novo Nordisk lower, Treasury secretary nominee Scott Bessent on Trump tax cuts, a retention award for Goldman Sachs CEO David Solomon. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber broke the latest for stocks after another busy morning of data and earnings – plus the Senate Finance Committee’s Confirmation Hearing for Trump’s Treasury pick Scott Bessent. To start the hour: Fed Governor Waller joined the team to breakdown recent inflation data, telling Sara that rate cuts ARE possible in the next few months. He also noted that December’s CPI could mean PCE – the Fed’s preferred inflation gauge – would come in close to the Fed's target for December. Also in focus: Trump’s tariff threats towards Canada, and what they would mean for consumers. Canada’s Minister of International Trade not mincing words with the team at Post 9 this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss why you should keep an eye on this biopharmaceutical company. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after the best day for stocks since just after the election, Carl Quintanilla, David Faber and Sara Eisen led off the show with better-than-expected earnings from Bank of America and Morgan Stanley. UnitedHealth shares weighed on the Dow after the company issued its first earnings report since the murder of one of its top executives. A surprise appearance by Jim Cramer, back at Post 9 after his San Francisco trip. Hear what he had to say about the markets with a second Trump presidential term just days away — as well as Thursday's confirmation hearing for Trump Treasury secretary pick Scott Bessent. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber broke down the market rally following this morning’s better-than-feared CPI print. Key gainers included categories like Gas, Cars, Airfares and more – with not a single category falling on the month. What does it mean for the Fed and rates? Also in focus: results out of the financials. The team discussed what to do with stocks like JPMorgan and Citi with an analyst from RBC – plus brought the latest headlines out of Goldman and Wells Fargo’s conference calls, underway during the hour. Additionally, the team talked the latest out of those LA wildfires, with a fresh read from the ground in Pasadena plus “Selling Sunset” agent Jason Oppenheim’s take on the road ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on inflation and Wednesday's market rally: Stocks surged and yields fell after the December Consumer Price Index's core rate came in tamer than expected. Earnings beats from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citi also fueled investor sentiment. Quantum stocks partied like it's 2024, surging on comments from Microsoft after a rough start to the year. Also in focus: Supreme Court-TikTok watch, California wildfires, Cramer sounds off on the Commerce Department's new rule to curb AI chip exports to China. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and David Faber began the hour by breaking down the cooler than expected PPI print, which sparked a market rally. BMO Capital’s Brian Belski also joined the program to discuss why he’s still bullish on the markets going forward. Later in the hour, Leslie Picker previewed the financial earnings on deck and the impact behind JPMorgan’s leadership change, with COO Daniel Pinto announcing that he will retire at the end of next year. Also in the mix: Sara Eisen was live from the NRF Big Show for an interview with Lululemon CEO, Calvin McDonald. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to wholesale inflation data: The December Producer Price Index came in cooler than economists' forecasts. The anchors also discussed China reportedly weighing a sale of TikTok's U.S. operations to Elon Musk. At the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about the company's latest guidance and road ahead for its weight loss drugs. Also in focus: "Magnificent 7" movers, KB Home beats, Signet Jewelers plunges, the California wildfires effect. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber broke down a big week ahead as another earnings season begins - and the street prepares for fresh inflation data later on. Barclays’ Head of US Equity Strategy laid out where he sees risk ahead, plus one bank CEO defended his bull case – and top picks – for the financials. Also in focus: Tech & Tiktok. Nvidia shares falling on new AI-related export controls from the Biden Administration, while Apple shares fell into correction territory on a tough report around iPhone sales. Plus, Meta’s Mark Zuckerberg not mincing words about Apple with Joe Rogan – we bring you the highlights. Former FCC Chairman Ajit Pai joined the team to discuss it all, and the path ahead for TikTok given a possible ban. Finally: the latest on those California wildfires, with a live read from the ground in Altadena – and one developer’s take on everything that could change in the rebuilding process, from permits to construction materials. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of tech sector weakness following Friday's sell-off. The anchors also reacted to comments Mark Zuckerberg made on Joe Rogan's podcast. The Meta CEO slammed Apple and weighed in on "masculine energy." At the J.P. Morgan Healthcare Conference in San Francisco, Jim discussed his CEO lineup for Monday's night's "Mad Money" as well as the challenges facing the health care sector. Also in focus: Johnson and Johnson to acquire drugmaker Intra-Cellular Therapies for $14.6 billion, Moderna plunges on weak 2025 sales guidance, California wildfires impact, sources tell David that Cleveland-Cliffs is partnering with Nucor in a potential bid for U.S. Steel.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss why they're buying more of this home improvement stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber broke down this morning’s blowout Jobs Report with Senior Economics Reporter Steve Liesman, alongside Chicago Fed President Austan Goolsbee, who says inflation remains sticky – so investors might need to wait for more rate cuts ahead. The team also got the latest from California – with a live read from the ground in Altadena, alongside a check-in with one of California’s Fire Battalion Chiefs. Analysts out of JPMorgan now estimating the Palisades blaze could be the costliest fire in U-S history at more than $20B. Plus: a deep dive on energy with the CEO of Constellation Energy, as those shares surge on a new deal announcement with Calpine – combining two of the country’s largest power generators amid surging demand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the stronger-than-expected December jobs report: The results sent stocks down sharply and yields higher on concerns the Fed might not cut rates later this month. Shares of Delta and Walgreens surged on the companies' respective earnings beats. Constellation Energy agreed to acquire Calpine for $16.4 billion in cash and stock, as tech companies seek power for their AI data centers. Also in focus: Elon Musk's "best case outcome" for DOGE federal spending cuts, big media players cancel their joint sports streaming venture, California wildfires impact. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the road ahead for markets with Truist Wealth’s Co-CIO Keith Lerner (who says to bet on Tech here). A key sector lagging? Big tech, primarily Nvidia. Wedbush still calls the stock a buy, and the analyst behind that call joined the broadcast to defend his price target. Also in focus: Palantir slides into correction territory, quantum computing stocks slump after new comments from Nvidia CEO Jensen Huang, and the state of commercial real estate with RXR Chairman Scott Rechler. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with quantum computing stocks sliding by double-digits on comments made by Nvidia CEO Jensen Huang at CES on Tuesday. But some names in the group remain up more than 1,000 percent over the past 52 weeks. The anchors also explored why another high flyer -- Palantir -- continues to fall from record highs. Also in focus: California wildfires force tens of thousands to evacuate, the 10-year yield jumps with inflation and tariffs in the spotlight, AMD downgraded,vaccine stocks under pressure, eBay surges, Wall Street firms’ calls on obesity drug makers, Cleveland-Cliffs CEO fires back at U.S. Steel. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the rise of this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber began the show by discussing the key takeaways from Nvidia CEO Jensen Huang’s keynote at CES. His comments pushed the stock to a new record high before giving up some gains. The anchors also interviewed US Steel CEO, David Burritt on his decision to sue the Biden administration following the company’s failed merger with Nippon Steel. Also in the mix: the desk discussed the big tech downgrades of Apple and Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia – and what CEO Jensen Huang said about AI in his keynote at the Consumer Electronics Show in Las Vegas Monday night. Shares of the chip giant briefly hit a record high and surpassed Apple as the world's most valuable company. Speaking of Apple, the anchors reacted to MoffettNathanson downgrading the stock to "sell." Also in focus: Meta scraps its third-party fact checking program and appoints UFC CEO Dana White to its board, snack stocks' multi-year slump, a barrage of Wall Street calls, "Merger Monday" movers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the impact of tariffs on this consumer stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.